Table of Contents
Introduction
You’ve probably heard about Monday.com as a project management tool to help companies track and collaborate on projects, so it was just a matter of time before it brought those colorful boards to CRM software. In this article, we will discuss Monday Sales CRM and its features, as well as its pros and cons for businesses.
Monday Sales CRM – Features and Templates
Monday Sales CRM offers a range of features and templates to help businesses manage their sales processes. One of the main features is the use of colorful boards that encourage transparency and accountability. These boards allow teams to visually track and collaborate on projects, making it easier to see workflows and financials at a glance.
To get started with Monday Sales CRM, users can choose from a variety of readymade templates. For example, the real estate CRM template is set up to capture potential clients and connect them to available properties. It includes stored listing details, sample sales scripts, and presentations to help sales teams effectively communicate with clients.
Pros of Monday.com
Transparency and Accountability
One of the main advantages of Monday Sales CRM is its use of boards, which encourage transparency and accountability within teams. The visual nature of the boards makes it easy for team members to see the progress of projects and understand their responsibilities.
Guest Access
Monday Sales CRM also offers guest access to specific boards and files. This feature allows businesses to collaborate with external stakeholders, such as clients or partners, without giving them full access to the entire CRM system.
24/7 Customer Support
All plans of Monday Sales CRM include 24/7 customer support via chat and email. This ensures that businesses have access to assistance whenever they need it, regardless of their plan or pricing tier.
Cons of Monday.com
Lack of Chat and Integrations
One drawback of Monday Sales CRM is the lack of built-in chat functionality. While there is a built-in phone caller, competitors like Zendesk offer built-in chat features, which can be beneficial for real-time communication with clients.
Another limitation of Monday Sales CRM is the number of integrations available. Compared to competitors like Zoho, Monday Sales CRM offers fewer integrations, which may limit its compatibility with other software and tools used by businesses.
Advanced Analytics Restricted to Expensive Plan
Advanced analytics features are restricted to the most expensive plan of Monday Sales CRM. This can be a disadvantage for businesses that require detailed analytics and reporting but are not willing to pay for the highest-priced plan. Rival CRM software providers offer advanced analytics features at lower pricing tiers.
Pricing Structure of Monday Sales CRM
Monday Sales CRM’s pricing structure is based on desired features and the number of active users. However, the pricing for Enterprise users or large teams is not transparent, and businesses need to contact Monday for a quote.
Regardless of the size of the organization, businesses must pay for a minimum of three users, which Monday refers to as “seats.” Organizations with more than three workers can choose from increments of five for their pricing plan. For example, if a business has 14 employees who need access, they will still have to pay for 15 users.
Conclusion
In conclusion, Monday Sales CRM offers a range of features and templates to help businesses manage their sales processes. While it may lack some features like built-in chat and advanced analytics, it excels in promoting transparency and accountability through its use of colorful boards. With guest access and 24/7 customer support, Monday Sales CRM can be a valuable tool for businesses looking to streamline their sales processes. However, it’s important to consider the pricing structure and limitations of integrations before making a decision.
